Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.WELL · Entity 2853 | EVP - Wellness Housing & Deve | February 23, 2023 | February 27, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WELLTOWER INC.
Report date February 23, 2023 · Filed February 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 6,240 |
Reported balance
After 2023-02-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-23 · Grant · Acquired 6,240 · Balance 6,240 F1: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 23, 2023 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2: The reported transaction was (i) vesting of 6,240 LTIP Units on February 23, 2023, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 4,727 |
Reported balance
After 2023-02-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-02-23 · Grant · Acquired 4,727 · Balance 4,727 F3: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. |
| Other Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,967 |
Reported balance
After 2023-02-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-02-23 · Grant · Acquired 10,967 · Balance 10,967 F4: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 23, 2023 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer.
F2: The reported transaction was (i) vesting of 6,240 LTIP Units on February 23, 2023, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.
F3: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer.
F4: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2023 Filed Feb 27, 2023 22:07 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 10,967 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013264 · doc4.xml · derivative · entry 3 Menon Ayesha · CIK 0001807714 · EVP - Wellness Housing & Deve 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,967 Underlying: Common · 10,967 shares Expires not disclosed F4 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F4 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F4 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F4 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:07 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 4,727 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013264 · doc4.xml · derivative · entry 2 Menon Ayesha · CIK 0001807714 · EVP - Wellness Housing & Deve 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,727 Underlying: Common · 4,727 shares Expires not disclosed F3 · derivative.exercise_price: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · price: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · derivative.exercise_date: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · derivative.expiration_date: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:07 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 6,240 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013264 · doc4.xml · derivative · entry 1 Menon Ayesha · CIK 0001807714 · EVP - Wellness Housing & Deve 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,240 Underlying: Common · 6,240 shares Expires not disclosed F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 23, 2023 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: The reported transaction was (i) vesting of 6,240 LTIP Units on February 23, 2023, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 23, 2023 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 23, 2023 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.underlying_shares: The reported transaction was (i) vesting of 6,240 LTIP Units on February 23, 2023, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 22:21 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 808 | $71.15 | $57,489.20 |
DisclosureSEC source: 0001209191-23-003802 · doc4.xml · nonDerivative · entry 1 Menon Ayesha · CIK 0001807714 · EVP - Wellness Housing & Deve 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,763 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 20,555 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · derivative · entry 7 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,555 Underlying: Common · 20,555 shares Expires not disclosed F6 · derivative.exercise_price: Soley in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of the Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F6 · price: Soley in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of the Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F6 · derivative.exercise_date: Soley in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of the Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F6 · derivative.expiration_date: Soley in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of the Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOption Units · Derivative | 8,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · derivative · entry 6 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,223 Underlying: Common · 8,223 shares Expires 2032-01-11 F4 · derivative.exercise_price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · derivative.exercise_date: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOption Units · Derivative | 7,685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · derivative · entry 5 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,685 Underlying: Common · 7,685 shares Expires 2031-02-15 F4 · derivative.exercise_price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · derivative.exercise_date: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC | WELLTOWER INC. WELL · Entity 2853 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 8,223 | Not disclosed Strike: $86.31 | Not disclosed |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · derivative · entry 4 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 8,223 shares Expires 2032-01-11 F4 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F5 · derivative.exercise_date: This option to purchase 8,223 Common Shares of the Issuer was previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested portion of the option upon surrender to the Issuer by the reporting person (each such canceled option as described in Footnotes 3 and 5 herein, a "Canceled Option"). Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC | WELLTOWER INC. WELL · Entity 2853 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 7,685 | Not disclosed Strike: $67.17 | Not disclosed |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · derivative · entry 3 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,685 shares Expires 2031-02-15 F4 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · derivative.exercise_date: This option to purchase 7,685 Common Shares of the Issuer was previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested portion of the option upon surrender to the Issuer by the reporting person. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 4,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · derivative · entry 2 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,647 Underlying: Common · 4,647 shares Expires not disclosed F2 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC | WELLTOWER INC. WELL · Entity 2853 | Disposition to issuerCommon Stock | 4,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · nonDerivative · entry 1 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,571 F1 · shares: These restricted stock units (the "RSUs") in respect of shares of common stock, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") were previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested RSUs upon surrender to the Issuer by the reporting person (the "Canceled RSUs"). Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:10 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 4,354 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010953 · doc4.xml · derivative · entry 3 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,354 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: These deferred stock units were granted without cash consideration on May 13, 2019, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 15, 2022. F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on May 13, 2019, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 15, 2022. F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on May 13, 2019, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 15, 2022. F3 · derivative.underlying_shares: The reported transaction was a vesting of 4,354 deferred stock units on February 15, 2022, resulting in the issuance of 4,354 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F2 · balance_after: These deferred stock units were granted without cash consideration on May 13, 2019, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 15, 2022. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:10 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 2,408 | $81.16 | $195,433.28 |
DisclosureSEC source: 0001209191-22-010953 · doc4.xml · nonDerivative · entry 2 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,218 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:10 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 4,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010953 · doc4.xml · nonDerivative · entry 1 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,626 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 15, 2022 Filed Jan 18, 2022 22:47 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 1,267 | $87.51 | $110,875.17 |
DisclosureSEC source: 0001209191-22-003545 · doc4.xml · nonDerivative · entry 1 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,272 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| January 12, 2022 Filed Jan 14, 2022 22:12 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantEmployee Stock Option (right to buy) · Derivative | 8,223 | $0.00 Strike: $86.31 | $0.00 |
DisclosureSEC source: 0001209191-22-003367 · doc4.xml · derivative · entry 2 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,223 Underlying: Common Stock · 8,223 shares Expires 2032-01-11 F2 · derivative.exercise_date: These options were granted without cash consideration on January 12, 2022 under the Welltower Inc. 2016 Long-Term Incentive Plan. The options vest in four equal installments on January 15, 2023, January 15, 2024, January 15, 2025 and January 15, 2026. Read SEC document |
| January 12, 2022 Filed Jan 14, 2022 22:12 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003367 · doc4.xml · nonDerivative · entry 1 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,539 F1 · shares: These shares represent restricted stock units that were granted without cash consideration on January 12, 2022 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2022-2024 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2023, January 15, 2024, January 15, 2025 and January 15, 2026. F1 · price: These shares represent restricted stock units that were granted without cash consideration on January 12, 2022 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2022-2024 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2023, January 15, 2024, January 15, 2025 and January 15, 2026. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:58 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantEmployee Stock Option (right to buy) · Derivative | 10,246 | $0.00 Strike: $67.17 | $0.00 |
DisclosureSEC source: 0001209191-21-012036 · doc4.xml · derivative · entry 2 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,246 Underlying: Common Stock · 10,246 shares Expires 2031-02-15 F2 · derivative.exercise_date: These options were granted without cash consideration on February 16, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan. The options vest in four equal installments on January 15, 2022, January 15, 2023, January 15, 2024 and January 15, 2025. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:58 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012036 · doc4.xml · nonDerivative · entry 1 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,504 F1 · shares: These shares represent restricted stock units that were granted without cash consideration on February 16, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2021-2023 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2022, January 15, 2023, January 15, 2024 and January 15, 2025. F1 · price: These shares represent restricted stock units that were granted without cash consideration on February 16, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2021-2023 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2022, January 15, 2023, January 15, 2024 and January 15, 2025. Read SEC document |
| January 15, 2021 Filed Jan 21, 2021 00:15 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 959 | $64.25 | $61,615.75 |
DisclosureSEC source: 0001209191-21-004541 · doc4.xml · nonDerivative · entry 1 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,270 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| November 30, 2020 Filed Dec 3, 2020 22:44 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 6 | $45.11 | $270.66 |
DisclosureSEC source: 0001209191-20-061574 · doc4.xml · nonDerivative · entry 2 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,229 F1 · timeliness: The reporting person is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d). F3 · shares: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 1, 2020, the first trading day of the offering period. Read SEC document |
| May 31, 2020 Filed Dec 3, 2020 22:44 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 296 | $43.07 | $12,748.72 |
DisclosureSEC source: 0001209191-20-061574 · doc4.xml · nonDerivative · entry 1 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,223 F1 · timeliness: The reporting person is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d). F2 · shares: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on May 31,2020, the last trading day of the offering period. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.